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Who's Moving Where In Wealth Management – Evelyn Partners
Editorial Staff
15 July 2025
Evelyn Partners Lewis is joining from Fisher Investments UK where he spent eight years, most recently with oversight of UK advice and suitability, the firm said in a statement. In this new role, Lewis will oversee all aspects of financial planning advice from conception and creation to delivery and promotion. His remit will include leading regulatory and operational projects to enhance processes, producing plans to drive improvements, delivering training programmes, and hosting client events. “Philip will drive forwards our efforts to innovate in wealth management and improve even further our clients’ journeys and outcomes,” Emma Sterland, chief financial planning officer at Evelyn Partners, said. “We are excited about the fresh perspectives and ideas that Philip will bring to our nationwide team of nearly 300 financial planning professionals.” Evelyn Partners has been making a number of appointments recently after the sale of its professional services business last April. This includes Alex Gersh as its new chief financial officer and an executive director. See more commentary here.
is joining the Chelmsford office as we continue to expand our reach across Essex, Hertfordshire and South Suffolk and will be working to continue this growth through her professional contacts and client referrals," Peter Besant, partner in financial planning at Evelyn Partners, said. “Evelyn Partners Chelmsford has seen considerable growth in the last six years that I have headed up the office. Her experience and expertise will be integral in placing the power of good advice into the hands of those we work with and I am really looking forward to welcoming her into the Evelyn family.”
Separately, the firm has appointed Philip Lewis (pictured) to the newly-created position of head of financial planning advice.